Newsletter: 07/04/2004

Customer Parent Companies

When entering receipts or journals for parent companies FastBase will now automatically transfer all transactions from the sub-accounts to the parent company.

Previously this transfer process was only done when statements were printed.

This change means that you can now receipt money in from parent companies before statements are run.

Notes and Alerts (sales messages)

The idea of sales messages has been deprecated in FastBase. This function has been replaced with the "Notes" option becoming "Notes and Alerts".

All sales messages (and stock purchase messages) have been copied to the Notes area and identified as an "Alert".

The idea here is that any account (AP, AR, GL, IN) can have notes recorded against it. Any note can be flagged as an alert. During any order or transaction entry the system will check for alerts as it did before for sales messages and display these notes to the user.

During customer, supplier, part or account enquiry the user can click on the alert message area to go straight to maintaining the notes.

Users can only change their own notes - unless they have level 9 security for the specific module. This means for example that the financial controller can record important credit details and no other user can change or remove this alert.

Newsletters

Select from the following list of newsletters that have been sent out.

28/11/2013 Office News, Quoting for items that aren't recorded as parts in Fastbase, Stream-lined entry of new part assembly transactions, Sorting of customer notes on the appointments screen, Maintaining a customer note - "Complete" button save and exit